Bajaj Finserv Large and Mid Cap Fund vs SBI Large & MIDCap Fund compare

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Bajaj Finserv Large and Mid Cap Fund - Reg (G)

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SBI Large & MIDCap Fund- Regular Plan -Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	SBI Large & MIDCap Fund- Regular Plan -Growth
Fund	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	SBI Large & MIDCap Fund- Regular Plan -Growth
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹1704 Cr	₹28677 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹100	₹1000
Launch Date	27 Feb 2024	25 May 2005
Category	Large and Mid Cap	Large and Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Large Midcap 250 TRI	NIFTY Large Midcap 250 TRI
Turn Over	%	25%
Expense Ratio	2.06	1.61
Manager	Nimesh Chandan	Pradeep Kesavan
ISIN Code	INF0QA701730	INF200K01305
Exits Load	Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365	SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	SBI Large & MIDCap Fund- Regular Plan -Growth
1 Month	-3.76%	-3.35%
6 Month	-10.15%	-7.01%
1 Year	-	7.21%
3 Year	-	15.7%
5 Year	-	18.07%

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	SBI Large & MIDCap Fund- Regular Plan -Growth
6 Month	-	-
1 Year	-	-4.69%
3 Year	-	14.94%
5 Year	-	19.22%

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	SBI Large & MIDCap Fund- Regular Plan -Growth
1 Year	-	14.74%
3 Year	-	14.69%
5 Year	-	14.88%

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	SBI Large & MIDCap Fund- Regular Plan -Growth
Standard Deviation	-	11.75%
Sharp	-	0.67%
Beta	-	0.89%
Alpha	-	-0.25%

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Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	SBI Large & MIDCap Fund- Regular Plan -Growth
Name	Nimesh Chandan	Pradeep Kesavan
Total AUM	₹0 Cr	₹434274 Cr
Fund Manage	8	43
	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	SBI Large & MIDCap Fund- Regular Plan -Growth

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	SBI Large & MIDCap Fund- Regular Plan -Growth
Others	1.9	5.09
Large Cap	54.44	41.17
Mid Cap	35.86	37.57
Small Cap	7.8	16.17

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	SBI Large & MIDCap Fund- Regular Plan -Growth
Others	1.9	5.09
Petroleum Products	2.67	3.53
Electrical Equipment	2.19	-
Finance	6	3.31
IT - Software	6.09	8.62
Transport Services	2.53	0.93
Construction	2.07	1.27
Diversified FMCG	5.92	2.23
Banks	12.55	15.57
Pharmaceuticals & Biotechnology	17.52	9.78
Leisure Services	3.04	1.8
Consumer Durables	6.35	4.67
Realty	2.43	-
Auto Components	3.6	5.52
Telecom - Services	3.92	3.28
Insurance	2.59	1.13
Entertainment	0.48	-
Agricultural Food & other Products	1.46	-
Industrial Products	1.36	1.74
Food Products	0.44	0.57
Chemicals & Petrochemicals	1.57	1.1
Cement & Cement Products	1.93	5.32
Consumable Fuels	1.25	-
Personal Products	1.16	2.9
Fertilizers & Agrochemicals	1.89	-
Retailing	2.06	1.04
Beverages	1.51	1.04
Capital Markets	1.32	2.87
Textiles & Apparels	1.69	1.87
Transport Infrastructure	0.51	-
Industrial Manufacturing	-	1.8
Non - Ferrous Metals	-	3.64
Ferrous Metals	-	2.43
Agricultural, Commercial & Construction Vehicles	-	1.96
Gas	-	0.42
Automobiles	-	0.99
Healthcare Services	-	0.71
Power	-	2.87